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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,668 | $77,920+194.7% | $149,723+53.4% | $75,177+205.5% |
| Participation rate | 81.5% | 65.6%+15.9pp | 78.8%+2.7pp | 67.2%+14.3pp |
| Annual return | 8.56% | 31.72%-23.2pp | 134.50%-125.9pp | 160.75%-152.2pp |
| Employer contribution / active EE | $7,411 | $3,138+136.1% | $4,821+53.7% | $2,671+177.4% |
| Participant deferral / active EE | $1,274 | $3,411-62.7% | $5,682-77.6% | $4,126-69.1% |
| Admin fee / account holder | $7 | $5,951-99.9% | $13,215-99.9% | $5,651-99.9% |